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NewEdge Advisors’s MGE Energy Inc MGEE Stock Holding History

NewEdge Advisors’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-650
Closed -$54.7K – 4328
2025
Q3 		$54.7K Hold
650
– – ﹤0.01% 2798
2025
Q2 		$57.5K Hold
650
– – ﹤0.01% 2623
2025
Q1 		$60.4K Hold
650
– – ﹤0.01% 2481
2024
Q4 		$61.1K Hold
650
– – ﹤0.01% 2456
2024
Q3 		$59.4K Hold
650
– – ﹤0.01% 2375
2024
Q2 		$48.6K Hold
650
– – ﹤0.01% 2359
2024
Q1 		$51.2K Hold
650
– – ﹤0.01% 2307
2023
Q4 		$47K Hold
650
– – ﹤0.01% 2253
2023
Q3 		$44.5K Hold
650
– – ﹤0.01% 2127
2023
Q2 		$51.4K Hold
650
– – ﹤0.01% 2076
2023
Q1 		$50.5K Sell
650
-485
-43% -$35.1K ﹤0.01% 1992
2022
Q4 		$34.2K Buy
+1,135
New +$78K ﹤0.01% 1891

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's MGEE Position: Q4 2025 in Review

NewEdge Advisors sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 650 shares — an estimated $54.7K sold.

NewEdge Advisors first reported a position in MGEE in Q4 2022 and held it in 12 quarters. The position peaked at $61.1K in Q4 2024. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • NewEdge Advisors reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 650 MGE Energy Inc shares in Q4 2025, an estimated $54.7K.
  • NewEdge Advisors first reported a position in MGE Energy Inc in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's MGE Energy Inc position peaked at $61.1K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.